Job Title: Administrative Assistant, Operations Department
Pay Range Starting at $40,000 annually
Location: In person, Financial Management Company, Laguna Niguel, CA

Benefits:

A positive, “growth mindset” work environment.

On the job training / cross-training to develop and expand skills, creating opportunity for advancement and personal development.

A dynamic, fast-paced, growing wealth management company.

Job Description:

Responsible for administrative duties of broad scope and complexity requiring precision, independent judgement, and familiarity with applicable procedures in the financial management industry.

Responsibilities:

• Provide customer service and administrative support in the operations department
• Ability to enter and manipulate data on spreadsheets, data bases and/ or file management programs and perform a broad range of data retrieval and input projects
• Ability to maintain confidentiality and discretion
• Efficiently prioritize workflow
• Excellent problem-solving skills required
• Provide timely administrative support to senior management
• Organize and schedule appointments
• Book travel arrangements
• Plan meetings and take detailed notes/minutes
• Schedule and organize conferences

Education and Experience:

• 4-year college degree preferred.
• Minimum of five years of complex administrative duties and data entry in financial management services industry.

Skills and Knowledge:

• Customer service and sales-oriented skills to follow up with new recruits
• Proficiency with Microsoft Suite software, Google Sheets, Docs , Adobe
• Ability to accurately and quickly learn databases, e.g. RedTail, Docupace, Netx
• Must demonstrate superior and concise verbal, written and interpersonal communication skills
• Ability to work effectively with others and be a participative team player

If you are interested in this role, please apply via the link provided.

Job Type: Full-time

Pay: $21.12 - $25.43 per hour

Benefits:

• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Laguna Niguel, CA 92677: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 5 years (Preferred)

Work Location: One location

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